Core Team

We are a bunch of wealth-tech enthusiasts with a common goal of making portfolio management and financial planning tools accessible to all.

Ryan Tristan Chiu

Digital Media & Software Developer

Simiao Zhou, PhD, CFA

Director of Research &

Senior Software Developer

Tristan Chiu, BAH

Software Developer & Digital Media

Silei Huo, CFA, MBA

Data Scientist

Armaan Zaffino, BBA

Product and Client Success Manager

Melanie Arellano Baratto

Frontend Software Developer

Finalist...